Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$2.3M
- Other$55K
- Life$45K
- Long-term disability$31K
- Vision$11K
Sponsor portfolio
MORGRIDGE INSTITUTE FOR RESEARCH, INC.
EIN 20-8325570researchLatest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$2.4M premiums
Participants
405
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
- EMPATHIA, INC.0%
Broker market share
Schedule A broker compensation
93%top
- M3 INSURANCE SOLUTIONS INC93%
- WATCHTOWER BENEFITS, LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MORGRIDGE INSTITUTE FOR RESEARCH 401(K) PLAN
401k
Assets$26.4M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORGRIDGE INSTITUTE FOR RESEARCH, INC. WRAP PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.4M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MORGRIDGE INSTITUTE FOR RESEARCH 401(K) PLAN | 401k | $26.4M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORGRIDGE INSTITUTE FOR RESEARCH, INC. WRAP PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2.4M | 308 | 2025 |
Retirement plans
Welfare plans